The Equity Fund is offered as a fund option exclusive to Sun FlexiLink, Sun MaxiLink Prime and Sun MaxiLink Bright, which are investment-linked life insurance products regulated by the Insurance Commission.
Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors.
Benefit from a wealth of advantages:
- Achieves a diversified portfolio with low minimum investment.
It is estimated that it would take a minimum of Php 5 million in individual investments to provide an appropriate measure of diversification in a portfolio. With the Equity Fund, the benefits of full diversification could be achieved by pooling individual investments from investment-linked life insurance policyholders.
- Enjoy long-term capital appreciation
The Equities market offers the highest potential rate of return compared to other asset classes. The value of equities rise and fall quickly over the short term, but historically they perform better over the long-term than other types of securities
- Investing made easy through professional investment management
The Fund is managed by investment professionals who focus solely on maximizing your returns over the long term. You have Sun Life Financial's investment experience, commitment and research capabilities working for you.
- Supplements your fixed income investments.
The more asset classes in your investment portfolio, the more diversified your holdings, the lower the overall risk of your portfolio. In addition to providing access to more superior returns, diversifying into Philippine equities through the convenience of a variable life insurance product will help reduce the risk of your total investment portfolio.
The Equity Fund is not a security.This Equity Fund is distinct from Sun Life of Canada Prosperity Philippine Equity Fund, which is a mutual fund registered with the Securities and Exchange Commission.